This page shows a list of all the recent 13F filings made by Heritage Family Offices, LLP. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Heritage Family Offices, LLP reported 180 stock holdings
with total value $194M as of Q3 2024. Top holdings included SPEM, SMMD, EFA, USHY, and IVV.
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